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Club and campaign

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Club and campaign

  1. 1. CLUB & CAMPAIGN IN RETAIL EXCEL
  2. 2. Retail Excel – Campaign (Promotions)
  3. 3. Campaign At Invoice Level   Buy Bills worth Rs. X, get Y% Discount on Bill Net Value Campaign: Buy Goods worth Rs X, you get Y % Discount on the Bill Net Value.
  4. 4. The impact of campaign on Billing
  5. 5.   Buy Bills worth Rs X, get Y Rs Discount on Bill Net Value Campaign: Buy Goods worth Rs X, you get Y Rs Discount on the Bill Net Value.
  6. 6. The impact of campaign on Billing
  7. 7. Buy Bills worth Rs X, get Y Qty of Z Item as Free   Campaign: Buy Goods worth Rs X, you get Y Quantity of Z Item as Free
  8. 8. The impact of campaign on Billing
  9. 9. Buy Bills worth Rs X, get Y Qty of any Item as Free from the defined Attribute Group   Campaign: Buy Goods worth Rs X, you get Y Quantity of Z Item as Free
  10. 10. The impact of campaign on Billing
  11. 11. The impact of campaign on Billing The Bill Net Value Rs 11000 is between Rs 10000 - 12000, the Campaign get 1 Qty of any Item from the Electrical Group is applied. Hence the customer can select any Item from the Electrical Group Items listed in the below screen.
  12. 12. The impact of campaign on Billing
  13. 13. Campaign At Item Level Buy X Item worth Rs Y, get Z% Discount on Item Net Value Campaign: Buy X Item worth Rs Y, enjoy Z % Discount on the Item Net Value
  14. 14. The impact of campaign on Billing
  15. 15. Buy X Item worth Rs Y, get Z Discount on Item Net Value Campaign: Buy X Item worth Rs Y, enjoy Rs Z Discount on the Item Net Value
  16. 16. The impact of campaign on Billing
  17. 17. Buy X Item worth Rs Y, get Z Item of W Qty as Free Campaign: Buy X Item worth Rs Y, take Z Item of W Qty Free
  18. 18. The impact of campaign on Billing
  19. 19. Buy X Item worth Rs Y, get any Item of Y Qty as Free from the Attribute Group Campaign: Buy X Item worth Rs Y, take any Item of W Qty Free belonging to a specific Group of Attributes
  20. 20. The impact of campaign on Billing
  21. 21. The impact of campaign on Billing Since the Net Value of the Item is Rs 4840 between Rs 4500 - 5000, the campaign get 1 qty of any Item from the Electrical Attribute Group is defined.   The customer can select any of the Items listed in the below screen
  22. 22. The impact of campaign on Billing
  23. 23. Buy X Qty of Y Item and get any Z% Discount on the Item Net Value Campaign: Buy X Qty of an Item and get Z % discount on the Item Net Value
  24. 24. The impact of campaign on Billing
  25. 25. Multiple Campaign at Invoice Level
  26. 26. Multiple Campaign at Invoice Level
  27. 27. Since Multiple Campaigns are defined for the same Date, the ORDER in which they should be applied on billing is captured as below.
  28. 28. The impact of campaign on Billing Case 1 : If the Bill Net Value is between Rs 1500 - 2000, then both the Campaigns defined will be applied. The Net Value of the Bill is Rs 1760. As per the campaign definition (Campaign 2) 75 Rs discount should be applied first and then the 2 % discount should be applied on the Reduced Net Value of the Bill. On Application of the Campaign 2 (i.e., 75 Rs Discount), the Net Value of the Bill reduces to Rs 1685 (i.e., Rs 1760 - 75)   On Application of the Campaign 1 (i.e., 2 % Discount), the Net Value of the Bill reduces to Rs 1651.3 (i.e., 2 % on 1685)   Hence a total discount on the Bill is Rs 108.7 (Rs 75 + 33.7)
  29. 29. The impact of campaign on Billing Case 2 : If the Bill Net Value is between Rs 1000 - 1500, only the Second Campaign i.e 2 % Discount will alone be applied. The Net Value of the Bill is Rs 1320. As per the campaign definition 2 % discount should be applied on the Bill Net Value.   Hence the customer has to pay only Rs 1293.6 (i.e., 2 % on 1320)
  30. 30. Multiple Campaign at Item Level
  31. 31. Multiple Campaign at Item Level
  32. 32. Since Multiple Campaigns are defined for the same Date, the ORDER in which they should be applied on billing is captured as below.
  33. 33. The impact of campaign on Billing Case 1 : If the Net Value of the Item 000000007 is between Rs 750 - 1000, then both the Campaigns defined will be applied. The Net Value of the Bill is Rs 880. As per the campaign definition 15 Rs discount and a Free GOLD COIN is applied on the Bill. Value Discount of Rs 15 is applied on the Item Net Value. The reduced Net Value after applying Campaign 1 is Rs 865. Since the Campaign 2 falls in the range 700 - 1400, the Free GOLD COIN is also given to the Customer. Hence the customer has to pay only Rs 865 (i.e., 880 - 15).
  34. 34. The impact of campaign on Billing Case 2 : If the Net Value of the Item 000000007 is between Rs 900 - 1400, then only the Free GOLD COIN is applicable for the Item. The Net Value of the Bill is Rs 1320. Hence only the Free GOLD COIN is applied.
  35. 35. Retail Excel – Loyalty Program
  36. 36. Retail Excel – Loyalty Module <ul><li>Features : </li></ul><ul><ul><li>Loyalty Card Type Excel </li></ul></ul><ul><ul><ul><li>General/Special offer Reward points formula </li></ul></ul></ul><ul><ul><li>Loyalty Card Registration </li></ul></ul><ul><ul><li>Loyalty Card Maintenance </li></ul></ul><ul><ul><ul><li>Card Closure </li></ul></ul></ul><ul><ul><ul><li>Card Re Instatement </li></ul></ul></ul><ul><ul><ul><li>Card Renewal/Re Issuance </li></ul></ul></ul><ul><ul><ul><li>Card Upgradation </li></ul></ul></ul><ul><ul><ul><li>Transfer Points </li></ul></ul></ul>
  37. 37. Loyalty Card Type Excel
  38. 38. Special Offer Reward Points Formula
  39. 39. Loyalty Card flow
  40. 40. Loyalty Card Registration
  41. 41. Loyalty Card Registration flow
  42. 42. Card Maintenance - Closure
  43. 43. Card Maintenance – Re Instatement
  44. 44. Card Maintenance – Renewal/Re Issue
  45. 45. Card Maintenance – Card Upgrade
  46. 46. Card Maintenance – Transfer Points
  47. 47. Retail Excel – Loyalty Module … <ul><li>Functionalities </li></ul><ul><ul><li>Integrated with Point of Sale terminal </li></ul></ul><ul><ul><ul><li>Earn Reward points - based on card configuration </li></ul></ul></ul><ul><ul><ul><li>Redeem Reward points – Separate tender type </li></ul></ul></ul><ul><ul><ul><li>Adjust reward points (Sale Return/Cancel) </li></ul></ul></ul><ul><ul><li>Integrated with back end sales </li></ul></ul><ul><ul><ul><li>Earn Reward points - based on card configuration </li></ul></ul></ul><ul><ul><ul><li>Adjust reward points (Sale Return/Cancel) </li></ul></ul></ul><ul><ul><li>Integrated Retail Excel security </li></ul></ul>
  48. 48. Retail Excel – Loyalty Module … <ul><li>Functionalities </li></ul><ul><ul><li>General Reports </li></ul></ul><ul><ul><ul><li>Loyalty Card type report – Summarized/Detailed </li></ul></ul></ul><ul><ul><ul><li>Card Issue Report – Summarized/Detailed </li></ul></ul></ul><ul><ul><ul><li>Card Maintenance Log </li></ul></ul></ul><ul><ul><ul><li>Reward Point Ledger – Summarized/Detailed </li></ul></ul></ul><ul><ul><li>MIS </li></ul></ul><ul><ul><ul><li>Card wise/ Item wise/Attribute wise sale report </li></ul></ul></ul>
  49. 49. Thank You Confidential © 2002 Polaris Retail Infotech Ltd. All rights reserved

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